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Financial Insights’s iShares National Muni Bond ETF MUB Stock Holding History

Financial Insights’s Portfolio MUB Stock Details MUB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.33M Sell
21,991
-1,929
-8% -$207K 0.76% 29
2025
Q4 		$2.56M Sell
23,920
-188
-0.8% -$20.1K 0.86% 26
2025
Q3 		$2.57M Sell
24,108
-7,467
-24% -$781K 0.85% 25
2025
Q2 		$3.3M Sell
31,575
-64
-0.2% -$6.65K 1.21% 19
2025
Q1 		$3.34M Sell
31,639
-1,876
-6% -$200K 1.33% 18
2024
Q4 		$3.57M Sell
33,515
-658
-2% -$70.7K 1.33% 18
2024
Q3 		$3.71M Sell
34,173
-103
-0.3% -$11.1K 1.17% 19
2024
Q2 		$3.65M Sell
34,276
-3,650
-10% -$389K 1.01% 23
2024
Q1 		$4.08M Sell
37,926
-9,132
-19% -$985K 1.14% 20
2023
Q4 		$5.1M Buy
47,058
+652
+1% +$68.1K 1.6% 14
2023
Q3 		$4.69M Sell
46,406
-14,859
-24% -$1.57M 1.67% 14
2023
Q2 		$6.54M Sell
61,265
-3,514
-5% -$376K 2.4% 9
2023
Q1 		$6.98M Sell
64,779
-13,957
-18% -$1.49M 2.84% 7
2022
Q4 		$8.31M Buy
78,736
+65,330
+487% +$6.81M 3.93% 5
2022
Q3 		$1.38M Buy
13,406
+9,712
+263% +$1.03M 0.93% 28
2022
Q2 		$393K Buy
+3,694
New +$394K 0.4% 51
2021
Q3 		– Sell
-1,180
Closed -$1.38M – 173
2021
Q2 		$1.38M Sell
1,180
-850
-42% -$99.3K 0.11% 101
2021
Q1 		$236K Hold
2,030
– – 0.17% 73
2020
Q4 		$238K Hold
2,030
– – 0.18% 67
2020
Q3 		$235K Buy
2,030
+1,930
+1,930% +$224K 0.2% 67
2020
Q2 		$234 Sell
100
-1,930
-95% -$219K 0.21% 64
2020
Q1 		$229K Buy
+2,030
New +$232K 0.24% 61

Other funds holding MUB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Financial Insights's MUB Position: Q1 2026 in Review

Financial Insights reduced its iShares National Muni Bond ETF (MUB) stake by 8.1% in Q1 2026, selling an estimated $207K and leaving 21,991 shares worth $2.33M. The position accounts for 0.76% of the portfolio, ranked #29.

Financial Insights first reported a position in MUB in Q1 2020 and has held it in 22 quarters since. The position peaked at $8.31M in Q4 2022. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

  • Financial Insights held 21,991 shares of iShares National Muni Bond ETF worth $2.33M as of Q1 2026.
  • Financial Insights sold 1,929 iShares National Muni Bond ETF shares in Q1 2026, an estimated $207K.
  • iShares National Muni Bond ETF made up 0.76% of Financial Insights's portfolio in Q1 2026, its #29 holding.
  • Financial Insights first reported a position in iShares National Muni Bond ETF in Q1 2020 and has held it in 22 quarters since.
  • Financial Insights's iShares National Muni Bond ETF position peaked at $8.31M in Q4 2022.
  • 1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Financial Insights's 13F filing for Q1 2026, filed 19 May 2026.